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Summit Wealth & Retirement Planning’s First Trust California Municipal High income ETF FCAL Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio FCAL Stock Details FCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,621
Closed -$263K – 111
2022
Q3 		$263K Hold
5,621
– – 0.1% 92
2022
Q2 		$272K Buy
5,621
+1,001
+22% +$49.1K 0.1% 96
2022
Q1 		$235K Buy
+4,620
New +$244K 0.08% 96

Other funds holding FCAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Summit Wealth & Retirement Planning's FCAL Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of First Trust California Municipal High income ETF (FCAL) in Q4 2022, closing a stake of 5,621 shares — an estimated $263K sold.

Summit Wealth & Retirement Planning first reported a position in FCAL in Q1 2022 and held it in 3 quarters. The position peaked at $272K in Q2 2022. 36 funds tracked by Wall St. Rank hold FCAL as of Q4 2022.

  • Summit Wealth & Retirement Planning reported no remaining First Trust California Municipal High income ETF position as of Q4 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 5,621 First Trust California Municipal High income ETF shares in Q4 2022, an estimated $263K.
  • Summit Wealth & Retirement Planning first reported a position in First Trust California Municipal High income ETF in Q1 2022 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's First Trust California Municipal High income ETF position peaked at $272K in Q2 2022.
  • 36 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.